4 Setting General Predictive Planning Options

Setting Up Predictive Planning describes how administrators (and other users whose security roles enable them to modify Planning forms) can set up Planning and its Predictive Planning feature for efficient and effective use. This chapter describes how other users can customize Predictive Planning for individual sessions without modifying forms.

To change general Predictive Planning option settings:

1. Select Options in the Predictive Planning menu or ribbon.

2. Review and, optionally, change General options:

   • Show ribbon only for valid Planning forms—When selected, hides the Predict ribbon unless a valid form is open; default is selected.

   • Collapse rows and columns on form during filter operations—When selected, "hides" excluded members by collapsing their rows or columns; default is selected.

   • Reset Alerts button for "Do not show" checkboxes—When clicked, clears any checkboxes that were selected to prevent the repetitive display of message boxes, prompts, and other information where "Do not show" checkboxes are offered.

3. Review and, optionally, change Date formatting options:

   • Format—Indicates whether the period or year is displayed first in date labels; default is Period-Year.

   • Separator— Indicates whether to use -, /, or a blank space to separate the period and year; default is -.

4. Optional: Select Enable accessibility options to activate Predictive Planning features for users with visual impairments, including the use of patterns instead of colors.

   For a description of accessibility features, including keyboard command equivalents, see the Accessibility Guide for Oracle Planning and Budgeting Cloud Service.

5. When settings are complete, click OK.

   Note:

   You can click Reset at any time to restore default settings.